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Thomas J. Herzfeld Advisors’s Prospect Capital PSEC Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio PSEC Stock Details PSEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,315,582
Closed -$9.49M – 136
2025
Q1 		$9.49M Buy
2,315,582
+487,171
+27% +$2.1M 3.23% 7
2024
Q4 		$7.88M Buy
+1,828,411
New +$8.77M 2.53% 8

Other funds holding PSEC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thomas J. Herzfeld Advisors's PSEC Position: Q2 2025 in Review

Thomas J. Herzfeld Advisors sold out of Prospect Capital (PSEC) in Q2 2025, closing a stake of 2,315,582 shares — an estimated $9.49M sold.

Thomas J. Herzfeld Advisors first reported a position in PSEC in Q4 2024 and held it in 2 quarters. The position peaked at $9.49M in Q1 2025. 223 funds tracked by Wall St. Rank hold PSEC as of Q2 2025.

  • Thomas J. Herzfeld Advisors reported no remaining Prospect Capital position as of Q2 2025 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 2,315,582 Prospect Capital shares in Q2 2025, an estimated $9.49M.
  • Thomas J. Herzfeld Advisors first reported a position in Prospect Capital in Q4 2024 and held it in 2 quarters.
  • Thomas J. Herzfeld Advisors's Prospect Capital position peaked at $9.49M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2025.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.